U.S. retirement plans whose Form 5500 Schedule of Assets reports this exact fund, parsed from filing PDFs and ranked by position size. Matched on the normalized security name across every plan’s latest filing.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LEE UNIVERSITY LEE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLA | CLEVELAND TN | 698 | $66.5M | $136K |
| 2 | SOUTHERN WESLEYAN UNIVERSITY SOUTHERN WESLEYAN UNIVERSITY DC PLAN | CENTRAL SC | 168 | $23.8M | $76K |
| 3 | HEARTSPRING, INC. HEARTSPRING 403 (B) DC PLAN | WICHITA KS | 365 | $26.7M | $46K |
| 4 |
| AQUINAS INSTITUTE OF ROCHESTER AQUINAS INSTITUTE OF ROCHESTER RETIREMENT PLAN |
ROCHESTER NY |
| 113 |
| $16.8M |
| $29K |
| 5 | GUTHRIE THEATER FOUNDATION GUTHRIE THEATER FOUNDATION 403(B) RETIREMENT PLAN | MINNEAPOLIS MN | 658 | $27.1M | $10K |
